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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1426	Madrona Venture Group Seattle, Washington	$85.9M	$0	1	73.13%	Maintained
1427	MayTech Global Investments New York	$85.8M	+$753K	3	14.05%	Increased
1428	Royce & Associates New York	$85.6M	+$2.39M	4	0.76%	Increased
1429	J.P. Marvel Investment Advisors Boston, Massachusetts	$85.4M	-$2.68M	6	14.77%	Reduced
1430	Parker Investment Management Menlo Park, California	$85.4M	-$38.5M	4	13.28%	Reduced
1431	WDA Wendell David Associates Portsmouth, New Hampshire	$85.4M	+$45.4K	7	8.63%	Increased
1432	MainStreet Investment Advisors Chicago, Illinois	$85.3M	-$8.74M	6	10.24%	Reduced
1433	Barlow Wealth Partners Louisville, Kentucky	$85.3M	-$1.11M	5	11.61%	Reduced
1434	Avitas Wealth Management Los Angeles, California	$85.2M	+$3.17M	5	12.95%	Increased
1435	Lakewood Capital Management New York	$85.2M	+$3.15M	3	6.95%	Increased
1436	Annex Advisory Services Brookfield, Wisconsin	$85.1M	-$9.22M	6	3.02%	Reduced
1437	Silicon Valley Capital Partners San Jose, California	$85M	+$6.35M	10	12.69%	Increased
1438	Waverly Advisors Birmingham, Alabama	$84.9M	+$29.9M	10	2%	Increased
1439	Mount Yale Investment Advisors Denver, Colorado	$84.9M	+$14.5M	9	6.51%	Increased
1440	Pacific Global Investment Management Glendale, California	$84.8M	-$1.02M	6	16.21%	Reduced
1441	Waldron Private Wealth Bridgeville, Pennsylvania	$84.5M	-$2.48M	7	3.81%	Reduced
1442	Sycomore Asset Management Paris, France	$84.5M	+$3.43M	8	18.47%	Increased
1443	Kadensa Capital Central, Hong Kong	$84.5M	-$71.1M	4	22.93%	Reduced
1444	GFI Investment Counsel Toronto, Ontario, Canada	$84.4M	-$4.9M	1	10.69%	Reduced
1445	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$84.3M	+$28.9K	6	10.4%	Increased
1446	Greenwich Wealth Management Greenwich, Connecticut	$84.3M	+$1M	9	6.71%	Increased
1447	IGYL I.G.Y. Ltd London, United Kingdom	$84.2M	$0	1	40.43%	Maintained
1448	TAM Telemark Asset Management Boston, Massachusetts	$84.2M	+$14.3M	4	8.7%	Increased
1449	AMG National Trust Bank Greenwood Village, Colorado	$84.1M	+$1.91M	8	2.46%	Increased
1450	FACT Capital New York	$84M	+$11.4M	3	30.54%	Increased